Fall 2023 Weekend Workshop | Get Your Shit Together | Planning for Life's What-ifs
Get Your Shit Together
Instructor: Chanel Reynolds
Weekend Workshop Online Session
Saturday, October 14th from 10am to 2pm PT
Course Registration $149
Live Online Workshop: Saturday, April 29th from 10:00 am to 2:00 pm Pacific time.
+ Recorded sessions are available to view anytime.
Join the founder of internationally-acclaimed website Get Your Shit Together and author of the book 'What Matters Most', Chanel Reynolds, over this 4-hour workshop for expert advice and guidance.
GET STARTED (Lesson 1): Create your personalized checklist, what-if exercise, complete questionnaire, prioritize your goals and schedule to be successful.
Estate Planning Documents (Lesson 2): Get a Legal 101 on how to start, draft and complete *must-do* documents like wills, power of attorney and steps to simplify financial plans and get the right insurance policies.
Medical Directives and End of Life Wishes (Lesson 3): Documenting your end-of-life wishes in an ACD and planning for the priorities important to you and your family in the future.
Digital Details and Wrap Up (Lesson 4): Wrangling the Details: How to (more) safely store and share documents, account details, digital assets and all the 'stuff' - legacy planning for your digital and analog life.
Chanel Reynolds condenses over ten years of workshops, trainings, interviews, and in-person classes have road tested how to get the most items off your to-do list done in a small and supportive group gathering. Take care of of these important tasks before life goes sideways, it's easier than you think!
80-page custom workbook with interactive master checklists, questionnaires, templates, tools and emergency planning lists.
One-on-one support: Open Q&A after each weekly session and additional 1:1 support during or after your course.
Video library: Recorded group gatherings to review on your own schedule or if you miss a weekly live session available for 3 months..
Weekly emails with additional instruction, tips, reminders and resources to keep you on track.
Resource lists: Curated articles, tools, advice, referrals, services and where to find help or services planning in advance or after an emergency.
Get Your Legal and Financial Planning Basics and Documents Done!
[INTRO SURVEY] Pre-Course Survey: Get Started (10 questions, 2-3 minutes)
ZOOM LINK: Live Workshop on Saturday, October 14th at 10:00 am to 2:00 pm Pacific time
[COURSE WORKBOOK] Group Meeting Exercise/Assignment (pages 1-7)
GYST Essentials Checklist & Digital Details Tracker: Start where you are (Updated Spreadsheet Link)
[HOMEWORK] Creating a 'What-if' Plan
EXAMPLES: Estate Documents (for reference only)
RESOURCES: Estate Planning Resources List
[EXTRA CREDIT] NYT Article by Your Money Columnist Ron Lieber, 'The Best Investment of All: The People You Love the Most'
Five Wishes Sample ACD Document
CaringInfo ACD Online Template and PDF and link (link: https://www.caringinfo.org/planning/advance-directives/by-state/)
Money & Insurance: Planning for the Long Haul - Page 43 in Guidebook
[RESOURCES] Round Up & How to Get it Done!
[COMPLETION SURVEY] Post-Course Survey - Wrap Up (8 questions, 2-3 min)
Yes, this course meets for online (only) for a four-hour, half-day workshop - the group size is small to encourage supportive conversation and personalized support and time for Q&A.
Yes, the workshop costs $149.00 per person. The full cost of the class will be refundable up until 24 hours before (but not after) the workshop begins. Your course dashboard with videos, custom worksheets and checklists will be available for 2 months after the course is complete.
Yes, for the online sessions, absolutely! Feel free to invite with your partner/spouse and have them join you.
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